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Employers warned not to fall for AE Exemption Certificate Scam

Employers are being warned not to fall for a scam involving the sale of fake certificates that suggest they do not have workplace pension duties. The Pensions Regulator (TPR) is investigating at least one company offering what it describes as ‘Certificates of Auto Enrolment Exemption’ to... Read more

Election Update

Election update: Conservatives form a government; how will it affect your finances? The exit poll has been proved broadly correct, and we now know that the Conservatives will form the next government, albeit with support from the Democratic Unionist Party (DUP). Now that has been confirmed,... Read more

New tax-free childcare scheme

The new tax-free childcare scheme will allow eligible parents to place funds into an online account and receive basic rate tax relief. The scheme launched on 21st April for children under four and will be rolled out fully during the remainder of 2017. Working parents of children who will be aged... Read more

When Can I Retire?

Future State Pension Age - Reports Published Two reports have recently been published that will help inform the government’s review of the State Pension age which is due in May 2017. The John Cridland report looked at the key issues that drive State Pension age changes including, but... Read more

Pension Fund - Individual Protection 2014 – Deadline Approaching

Another reminder that the deadline for applying for Individual Protection 2014 is 5th April. Further to our reminders in February, as the deadline draws nearer we thought it worth reminding again that the deadline for applying for Individual Protection 2014 is 5th April 2017. Individual... Read more

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Steve from Ilkeston

I was really pleased with the amount of time my Advisor took in explaining the proposals. I was also pleased that he was so patient with my questioning - trying to understand financial matters when One isn't as familiar with them as the Advisor can be challenging but Paul has been great, listened to us and answered all our queries clearly

Chris of Milton Keynes

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